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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$17M -$12.9M -574,413 -44%
IA
52
IFP Advisors
Florida
$17M +$212K +9,411 +1%
Wells Fargo
53
Wells Fargo
California
$16.8M +$218K +9,675 +1%
DP
54
Denver PWM
Colorado
$16.8M +$212K +9,387 +1%
Corient Private Wealth
55
Corient Private Wealth
Florida
$16.3M -$308K -13,686 -2%
SFG
56
Sage Financial Group
Pennsylvania
$15.9M +$769K +34,137 +5%
BSB
57
Bangor Savings Bank
Maine
$15.6M -$414K -18,378 -3%
Osaic Holdings
58
Osaic Holdings
Arizona
$15.6M -$5.01M -222,366 -25%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$15.5M +$707K +31,377 +5%
DAS
60
Dynamic Advisor Solutions
Arizona
$15.2M +$5.74M +254,769 +66%
NOI
61
Newton One Investments
Delaware
$15.2M +$263K +11,667 +2%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$15.1M +$203K +8,988 +1%
MFGP
63
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.9M +$43.3K +1,923 +0.3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$14.8M +$876K +38,889 +7%
AMG
65
Asset Management Group
Connecticut
$14.1M -$35.4K -1,569 -0.3%
FFN
66
Focus Financial Network
Minnesota
$13.8M +$123K +5,442 +0.9%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$13.7M -$896K -39,753 -6%
AAIM
68
Asset Advisors Investment Management
Georgia
$13.6M -$278K -12,354 -2%
Bank of America
69
Bank of America
North Carolina
$13.5M +$624K +27,696 +5%
PIMG
70
Patriot Investment Management Group
Tennessee
$13M -$129K -5,727 -1%
LFS
71
Lutz Financial Services
Nebraska
$12.9M -$240K -10,668 -2%
CFMC
72
Curbstone Financial Management Corp
New Hampshire
$12.9M -$43.5K -1,929 -0.4%
OWA
73
Opal Wealth Advisors
New York
$12.7M +$295K +13,074 +3%
FWP
74
FAS Wealth Partners
Kansas
$12.6M -$42.8K -1,899 -0.4%
NFG
75
Nadler Financial Group
Illinois
$12.2M -$14.2M -629,949 -55%